WallStSmart

BOK Financial Corporation (BOKF)vsItau Unibanco Banco Holding SA (ITUB)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Itau Unibanco Banco Holding SA generates 6108% more annual revenue ($138.19B vs $2.23B). ITUB leads profitability with a 33.3% profit margin vs 27.6%. ITUB appears more attractively valued with a PEG of 1.35. BOKF earns a higher WallStSmart Score of 76/100 (B+).

BOKF

Strong Buy

76

out of 100

Grade: B+

Growth: 8.0Profit: 7.5Value: 6.3Quality: 5.5
Piotroski: 5/9Altman Z: -0.52

ITUB

Strong Buy

74

out of 100

Grade: B

Growth: 5.3Profit: 8.0Value: 7.0Quality: 3.3
Piotroski: 3/9

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BOKF5 strengths · Avg: 9.0/10
Price/BookValuation
1.3x10/10

Reasonable price relative to book value

Operating MarginProfitability
37.5%10/10

Strong operational efficiency at 37.5%

Profit MarginProfitability
27.6%9/10

Keeps 28 of every $100 in revenue as profit

P/E RatioValuation
13.6x8/10

Attractively priced relative to earnings

EPS GrowthGrowth
38.2%8/10

Earnings expanding 38.2% YoY

ITUB6 strengths · Avg: 9.3/10
P/E RatioValuation
9.8x10/10

Attractively priced relative to earnings

Profit MarginProfitability
33.3%10/10

Keeps 33 of every $100 in revenue as profit

Operating MarginProfitability
33.1%10/10

Strong operational efficiency at 33.1%

Market CapQuality
$87.62B9/10

Large-cap with strong market position

Return on EquityProfitability
21.2%9/10

Every $100 of equity generates 21 in profit

Price/BookValuation
2.1x8/10

Reasonable price relative to book value

Areas to Watch

BOKF2 concerns · Avg: 2.5/10
Debt/EquityHealth
1.153/10

Elevated debt levels

Altman Z-ScoreHealth
-0.522/10

Distress zone — elevated risk

ITUB4 concerns · Avg: 2.0/10
Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Revenue GrowthGrowth
-2.1%2/10

Revenue declined 2.1%

Free Cash FlowQuality
$-5.87B2/10

Negative free cash flow — burning cash

Debt/EquityHealth
4.991/10

Elevated debt levels

Comparative Analysis Report

WallStSmart Research

Bull Case : BOKF

The strongest argument for BOKF centers on Price/Book, Operating Margin, Profit Margin. Profitability is solid with margins at 27.6% and operating margin at 37.5%. Revenue growth of 10.3% demonstrates continued momentum.

Bull Case : ITUB

The strongest argument for ITUB centers on P/E Ratio, Profit Margin, Operating Margin. Profitability is solid with margins at 33.3% and operating margin at 33.1%. PEG of 1.35 suggests the stock is reasonably priced for its growth.

Bear Case : BOKF

The primary concerns for BOKF are Debt/Equity, Altman Z-Score.

Bear Case : ITUB

The primary concerns for ITUB are Piotroski F-Score, Revenue Growth, Free Cash Flow. Debt-to-equity of 4.99 is elevated, increasing financial risk.

Key Dynamics to Monitor

BOKF profiles as a mature stock while ITUB is a declining play — different risk/reward profiles.

BOKF carries more volatility with a beta of 0.81 — expect wider price swings.

BOKF is growing revenue faster at 10.3% — sustainability is the question.

BOKF generates stronger free cash flow (51M), providing more financial flexibility.

Bottom Line

BOKF scores higher overall (76/100 vs 74/100), backed by strong 27.6% margins and 10.3% revenue growth. Both earn "Strong Buy" and "Strong Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

BOK Financial Corporation

FINANCIAL SERVICES · BANKS - REGIONAL · USA

BOK Financial Corporation is the financial holding company for BOKF, NA offering various financial products and services in Oklahoma, Texas, New Mexico, Northwest Arkansas, Colorado, Arizona, and Kansas / Missouri. The company is headquartered in Tulsa, Oklahoma.

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Itau Unibanco Banco Holding SA

FINANCIAL SERVICES · BANKS - REGIONAL · USA

Ita Unibanco Holding SA offers a range of financial products and services in Brazil and internationally. The company is headquartered in So Paulo, Brazil.

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